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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2026
Corundum Group
Colorado
$383K +$34.6K +104 +11%
MWA
2027
Meridian Wealth Advisors
Texas
$382K +$11K +33 +3%
AW
2028
ACG Wealth
Georgia
$381K -$76.8K -231 -18%
WDC
2029
Woodward Diversified Capital
California
$380K +$354K +1,064 New
SYBT
2030
Stock Yards Bank & Trust
Kentucky
$379K – – –
SCM
2031
Southport Capital Management
Tennessee
$379K +$47.9K +144 +16%
SVWAG
2032
Sound View Wealth Advisors Group
Georgia
$378K +$5.32K +16 +2%
WC
2033
Woodstock Corp
Massachusetts
$378K +$352K +1,058 New
DACS
2034
Dymon Asia Capital (Singapore)
Singapore
$378K +$352K +1,059 New
IF
2035
IRON Financial
Illinois
$376K +$77.8K +234 +29%
SDWIA
2036
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$374K +$9.98K +30 +3%
CSPIA
2037
Cary Street Partners Investment Advisory
Virginia
$374K +$35.9K +108 +11%
CAN
2038
Claraphi Advisory Network
United States
$372K -$477K -1,434 -58%
SPWG
2039
Sage Private Wealth Group
Illinois
$372K +$347K +1,042 New
FFA
2040
Founders Financial Alliance
North Carolina
$370K -$8.98K -27 -3%
WFC
2041
Western Financial Corp
California
$369K +$344K +1,034 New
VCM
2042
Vigilant Capital Management
Maine
$368K -$77.5K -233 -18%
CFO
2043
CVA Family Office
Colorado
$366K +$333 +1 +0.1%
NP
2044
NorthRock Partners
Minnesota
$365K +$25.6K +77 +8%
UBV
2045
United Bank (Virginia)
Virginia
$365K +$49.9K +150 +17%
OCM
2046
Orion Capital Management
California
$365K +$340K +1,022 New
SG
2047
StoneX Group
New York
$364K -$5.99K -18 -2%
GP
2048
Geneva Partners
Wisconsin
$364K – – –
BL
2049
Balentine LLC
Georgia
$362K -$92.8K -279 -22%
CMO
2050
Covenant Multifamily Offices
Texas
$361K -$4.99K -15 -1%
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